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Disclosures for CGWM USA

CGWM USA Form CRS
CRS_7449
CGWM USA ADV PART 2A Brochure 06.23.2025
CRD_IAPD_Brochure
CGWM USA Client Fee Schedule
Schedule of Maximum Charges
Business Continuity Plan
Anti Money Laundering
Privacy Policy
OCC Website: OCC - Options Disclosure Document
FINRA Investor Education with Brokercheck Link
IAPD: Canaccord Genuity Wealth management - Brokerage/Investment Adviser Firm
USA Commission Schedule
Annual Disclosure of Important Information to Recipients of Periodic Statements

Canaccord Genuity Wealth Management (USA) Inc. is an investment advisor and broker-dealer registered with the U.S. Securities and Exchange Commission (SEC), and a member of FINRA and SIPC. Securities and/or investment advisory services offered to U.S. residents through CGWM USA. CGWM USA is a wholly owned subsidiary of Canaccord Genuity Group Inc. and an affiliate of Canaccord Genuity Wealth Management, a division of Canaccord Genuity Corp.

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